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Use this workflow to develop a compelling, commercially focused client pitch by building a deeper understanding of the prospective client's business, competitive environment and strategic priorities. Analyse the commercial pressures and opportunities facing the client, identify where your firm's expertise can add the greatest value and develop a tailored proposition that demonstrates a clear understanding of the client's needs. Use these insights to differentiate your firm, strengthen your pitch and position your team as trusted commercial advisers.
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Use this workflow to conduct a structured commercial assessment of a business during due diligence. Analyse the competitive environment using Porter's Five Forces, assess the business's competitive position, evaluate its strategic options and identify the key assets required to deliver its strategy. Explore potential risks, vulnerabilities and opportunities to build a clearer understanding of the business's future prospects, commercial resilience and long term value.
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Use this workflow to assess the commercial and strategic rationale for a proposed merger or acquisition. Analyse the competitive environment, evaluate the strategic position of the businesses involved and explore how the transaction could strengthen their competitive advantage. Identify the key assets, capabilities and potential synergies that could create value, alongside the commercial risks and challenges that may affect the transaction's success. Use these insights to develop a clearer understanding of the strategic opportunities, integration priorities and long term value creation potential of the proposed deal.
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Use this workflow before a client meeting to develop a structured commercial understanding of the client, identify the issues most likely to matter to them, and generate better questions for the conversation.
The workflow applies the Team MBA commercial reasoning methodology. It should not simply produce a generic company summary. It should reason systematically about the client's competitive environment, strategic position, capabilities, the changes affecting its business and potential future opportunities.
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The Regulatory Impact workflow helps lawyers move beyond a conventional summary of what a new law or regulation requires. It guides AI through a structured analysis of the direct impact on the client and the wider effects on competitors, customers, suppliers, new entrants and substitutes. This helps reveal how the same regulatory change may affect different businesses in very different ways.
The workflow then explores how the client could respond strategically, including opportunities to differentiate, strengthen customer relationships, raise barriers to entry or use its distinctive capabilities more effectively than competitors. It produces a concise Regulatory Impact Brief that connects the change in law to its business impact, competitive implications, potential opportunities and the legal advice the client may need.
Duration: 3 mins 46 seconds
Porter's 5 Forces - Step 1
This video explains how to carry out a Porter's 5 Forces Analysis
Duration: 2 Mins 56 Seconds
Strategy Canvas - Step 2
This video explains how to draw a Strategy Canvas
Duration: 5 Mins 53 Seconds
Strategy Selection - Step 3
This video explains Strategy Selection
Duration: 4 Mins 51 Seconds
Key Asset Maps and Functional Strategies - Step 4
This video explains Key Asset Maps and Functional Strategies
Please see the link below for the Asset Optimization Worksheet
Duration: 4 Mins 43 Seconds
Future 5 Forces and Future Brand identity Models - Step 5
This video explains The Future 5 Forces and The Future Brand Identity Models
Duration: 3 Mins 31 Seconds
The Resource Based View of Change - Step 6
This video explains how to respond to change
Duration: 2 Mins 35 Seconds
Corporate Strategy - Step 7
This video explains The Sweet Spot of Opportunity